SMArtX Advisory Solutions announced a new appointment
July 25, 20243 min
Key addition underscores the companyâs unwavering commitment to attracting top talent & accelerating its growth trajectory
Advisor360° Launches New Bulk Onboarding Capability
July 17, 20245 min
New Capability Supports Repapering Up to 6,000 Accounts in Seconds; New Mobile App & Home Office Dashboard Improve Functionality
ViewTrade launches in Australia
July 2, 20247 min
Global investment and trading technology solutions provider ViewTrade Holding Corporation has launched in Australia in a bid to deliver enhanced global market access, reduce inefficiencies caused by legacy infrastructure, and create investment avenues for the $9 trillion of superannuation assets expected to amass by 2041. ViewTrade has also calculated that its technology and operational solutions, particularly for crossborder investing, could bring efficiencies not currently available to the Australian wealth industry, creating savings of nearly USD $160 million annually given the scale of wealth...
DMALINK, a leading data-driven Electronic Communication Network (ECN) specializing in institutional foreign exchange (FX) trading, and Ibanera, a distinguished global financial infrastructure provider, announced a strategic partnership to tackle the unique financial challenges faced by technology companies. This collaboration combines DMALINK’s renowned FX trading capabilities with Ibanera’s robust cross-border payment solutions. The joint offering is tailored to meet the needs of tech firms, providing them with a comprehensive financial toolkit to navigate the international market...
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank
Certuity Names Scott Welch as Chief Investment Officer
June 25, 20244 min
Certuity announced that Scott Welch has joined the firm as Chief Investment Officer. Mr. Welch brings more than 25 years of investment experience to his role, most recently as a member of the WisdomTree Asset Allocation and Investment Committees and Chief Investment Officer of their model portfolios. Prior to WisdomTree, Mr. Welch served as Chief Investment Officer of Dynasty Financial Partners, as well as Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of...
Integrity announced the launch of Integrity Wealth
June 20, 20246 min
Integrity Wealth division strengthens Integrity's consumer-focused mission to deliver holistic life, health and wealth planning to millions of underserved consumers throughout their lifetime
Asset-MapÂź and Holistiplan Finalize Integration Partnership
June 17, 20245 min
New Partnership Offers Asset-Map Users Single Sign-on Data Integration Capabilities
LPL Financial LLC announced that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financialâs broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. â just 20 minutes from the Gateway Arch in St. Louis â Shevlin and Joelner have worked...
Bybitâs BTC Fund Pool Revolutionizes Wealth Management
June 6, 20243 min
Bybit, one of the world’s top three crypto exchanges by volume, is excited to announce the addition of Bitcoin (BTC) to its Wealth Management Fund Pool alongside USDT, becoming the first major crypto exchange to offer BTC wealth growth options to its users. 100 BTC Sold Out in 7 Hours A total of 100 BTC was allocated at the soft launch on June 3, which was sold out within 7 hours. This overwhelming response from users underscores the demand for innovative wealth management solutions...